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Shelter Rock Management’s iShares Global Tech ETF IXN Stock Holding History

Shelter Rock Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$637K Hold
4,410
– – 0.62% 20
2026
Q1 		$441K Hold
4,410
– – 0.47% 21
2025
Q4 		$463K Buy
+4,410
New +$466K 0.47% 27

Other funds holding IXN

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Shelter Rock Management's IXN Position: Q2 2026 in Review

Shelter Rock Management held its iShares Global Tech ETF (IXN) position steady in Q2 2026 at 4,410 shares worth $637K. The position accounts for 0.62% of the portfolio, ranked #20.

Shelter Rock Management first reported a position in IXN in Q4 2025 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold IXN as of Q2 2026.

  • Shelter Rock Management held 4,410 shares of iShares Global Tech ETF worth $637K as of Q2 2026.
  • Shelter Rock Management left its iShares Global Tech ETF share count unchanged in Q2 2026.
  • iShares Global Tech ETF made up 0.62% of Shelter Rock Management's portfolio in Q2 2026, its #20 holding.
  • Shelter Rock Management first reported a position in iShares Global Tech ETF in Q4 2025 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.